Senior Client Manager, Employee Benefits

Key Responsibilities

• Owns client service delivery for assigned book of business, ensuring retention and satisfaction
• Acts as primary contact for client needs, escalations, and service planning
• PARTNERS WITH PRODUCERS/CLEINT EXECUTIVES TO DEVELOP AND EXECUTE BENEFIT STRATEGIES
• Maintains deep understanding of insurance marketplace and coverage options
• MANAGES RENEWAL TIMELINES, SUBMISSIONS, AND MARKETING EFFORTS
• LEADS IMPLEMENTATION OF NEW COVERAGE LINES AND CARRIER TRANSITIONS
• PREPARES CLIENT PRESENTATIONS AND CONDUCTS MEETINGS, INCLUDING EDUCATION SESSIONS
• REVIEWS APPLICATIONS AND ENSURES ACCURACY OF ALL DOCUMENTATION
• TRACKS KEY DEADLINES, DELIVERABLES, AND CLIENT COMMITMENTS
• ENSURES ACCURACY AND COMPLETENESS OF CLIENT RECORDS AND SUBMISSIONS
• USES AGENCY MANAGEMENT SYSTEMS CONSISTENTLY AND EFFECTIVELY
• MANTAINS COMPLIANCE DOCUMENTATION AND CLIENT COMMUNICATIONS
• COLLABORATES WITH INTERNAL TEAMS AND EXTERNAL CARRIERS TO MEET CLIENT GOALS
• COORDINATES ACROSS STAKEHOLDERS DURING RENEWAL AND SERVICE CYCLES
• ACTS AS BACKUP SUPPORT FOR TEAM MEMBERS WHEN NEEDED
• ENHANCES COMMUNICATION FLOW ACROSS SERVICE, SALES, AND UNDERWRITING PARTNERS
• SUPPORTS BUSINESS GROWTH THROUGH CLIENT RETENTION AND EXPANDED SERVICES
• PARTICIPATES IN NEW BUSINESS EFFORTS AND PROPOSAL DEVELOPMENT
• CONTRIBUTES TO SPECIAL PROJECTS AND PROCESS ENHANCEMENTS
• HELPES GUIDE CLIENTS THROUGH ORGANIZATIONAL OR PLAN CHANGES
• IDENTIFIES OPPORTUNITIES TO IMPROVE SERVICE DELIVERY AND EFFICIENCY
• APPLIES INDUSTRY BEST PRACTICES AND STAYS CURRENT ON MARKET TRENDS
• HELPS STANDARDIZE PROCESSES AND IMPROVE TEAM WORKFLOWS
• PROMOTES CONSISTENT CLIENT EXPERIENCE ALIGNED WITH GIBSON STANDARDS

Qualifications

• 5+ years of experience in employee benefits or insurance brokerage
• Active Life and Health license
• Proven ability to manage client relationships and renewals
• Strong analytical, organizational, and communication skills
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)

Key Competencies

• Client Experience & Relationship Management
• Ownership & Accountability
• Communication & Influence
• Analytical Thinking & Problem Solving
• Organization & Prioritization
• Collaboration & Teamwork
• Adaptability & Change Agility